Thomas Scott

Thomas Scott is a Senior Financial Advisor and Vice President-Investments at Wells Fargo Advisors, based in Carlsbad, California.2 He has been working in the financial industry for over 26 years, offering personalized investment planning strategies for clients with a focus on retirement, education expenses, and other financial goals.1

Scott's professional background includes:

1. Education: Bachelor's degree in Accounting/Marketing from California Polytechnic State University-San Luis Obispo and San Diego State University.

2. Current role: At Wells Fargo Advisors, he collaborates with clients to make well-informed decisions regarding their investment strategies and provides access to various resources, including trust and estate planning services, lending services, and insurance products.

3. Licensing: He is licensed to offer insurance products in several states, including California, Colorado, Florida, Georgia, North Carolina, Nevada, New York, Oregon, Utah, and Washington.

4. Previous experience: Before joining Wells Fargo Advisors, Scott worked as a Financial Advisor and Vice President-Investments at Morgan Stanley from 2009 to 2018, and at UBS Financial Services from 2001 to 2008.1

Thomas Scott has passed the Series 63 and Series 65 examinations and is registered to provide investment advice in California, with the possibility of offering advisory services in other states under applicable exemptions.1